以下文章来源于红色星际 ，作者红色星际科技 红色星际 . 让更多人，更深入地了解自动驾驶行业！ 作者 | 钟声 来源 | 红色星际 点击下方 卡片 ，关注" 自动驾驶之心 "公众号 戳我-> 领取 自动驾驶近30个 方向 学习 路线 >>自动驾驶前沿信息获取 → 自动驾驶之心知识星球 本文只做学术分享，如有侵权，联系删文 2025年结束了，2026年马上到来。 2025年对于智驾人来说仍旧是非常辛苦的一年，为了技术攻关和量产交付节点，没少过封闭开发的日子。不过，回顾2025，这是智驾承上启下和辞旧 迎新的一年。 2025年智驾最主要的两条线是：向下普及和向上挑战。 比亚迪、吉利、奇瑞等传统车企扮演了向下普及的角色，掀起了全民智驾的浪潮，把中阶的高速NOA功能下放到10W+车型上，26年将会继续推进智 驾普及，把城市NOA功能下放到10W+车型上。 新势力以及头部智驾供应商则是在挑战智驾技术的上限，秉持着一年一代新技术的做法，在端到端之后继续探索新技术，引领技术迭代。 可以说，25年主机厂分化成了两个阵营，一个是负责向下普及的传统车企；一个是负责向上挑战的新势力。 2025年，智驾开始挑战技术"深水区"，核心问 ...

2025年10月底，汽车合资企业一汽—大众迎来第3000万辆整车下线；12月10日，自主品牌中国长安汽车 第3000万辆中国品牌汽车下线；12月11日，中国汽车工业协会发布数据：今年前11个月，我国汽车产销 量均超过3100万辆，预计将连续17年稳居世界第一。 "3个3000万"，彰显了中国制造的强大实力、中国市场的蓬勃活力，为加快发展新质生产力、建设现代 化产业体系注入坚实底气。本期产经版带您走进三家企业，感受中国汽车的"3个3000万"。 ——编 者 打造多品牌矩阵，旗下中国品牌汽车突破3000万辆 中国长安汽车：技术支撑，开拓全球市场 本报记者 姜 峰 2025年12月10日，重庆阿维塔数智工厂，随着一辆阿维塔12四激光版驶下生产线，中国长安汽车中国品 牌汽车突破第3000万辆。 1984年，中国首批量产的微型汽车在重庆诞生，中国长安汽车迈出"从0到1"的第一步；从0到1000万 辆，走了30年；再到2000万辆，提速至7年；而从2000万辆到3000万辆，仅用时4年半。中国长安汽车的 3000万辆是如何达成的？ ——核心技术自研，提升产业竞争力。 "智能汽车上路前，必须通过网络安全防护能力测试，确保用 ...

2025年10月底，汽车合资企业一汽—大众迎来第3000万辆整车下线；12月10日，自主品牌中国长安汽车 第3000万辆中国品牌汽车下线；12月11日，中国汽车工业协会发布数据：今年前11个月，我国汽车产销 量均超过3100万辆，预计将连续17年稳居世界第一。 "3个3000万"，彰显了中国制造的强大实力、中国市场的蓬勃活力，为加快发展新质生产力、建设现代 化产业体系注入坚实底气。本期产经版带您走进三家企业，感受中国汽车的"3个3000万"。 ——编者 打造多品牌矩阵，旗下中国品牌汽车突破3000万辆 中国长安汽车：技术支撑，开拓全球市场 本报记者姜峰 2025年12月10日，重庆阿维塔数智工厂，随着一辆阿维塔12四激光版驶下生产线，中国长安汽车中国品 牌汽车突破第3000万辆。 1984年，中国首批量产的微型汽车在重庆诞生，中国长安汽车迈出"从0到1"的第一步；从0到1000万 辆，走了30年；再到2000万辆，提速至7年；而从2000万辆到3000万辆，仅用时4年半。中国长安汽车的 3000万辆是如何达成的？ ——核心技术自研，提升产业竞争力。 "智能汽车上路前，必须通过网络安全防护能力测试，确保用户安全 ...

Core Insights - The release of Horizon's fourth-generation BPU architecture "Riemann" and the successful listing of Naxinwei on the Hong Kong stock market highlight the innovative momentum in China's automotive chip industry [2] - The automotive chip industry in China is transitioning from initial development to significant growth, driven by policy standards, core technology advancements, and market applications [2] Industry Developments - The upgraded "Automotive Chip Certification Review Technology System 2.0" was launched, featuring a comprehensive framework with 9 modules and 60 indicators, covering 10 categories of automotive chips for new energy vehicles [2][3] - The implementation of this certification system has improved quality control for chip manufacturers and reduced vehicle manufacturers' selection risks and costs, shortening the onboarding cycle by an average of 3 months [3] Market Performance - Chip manufacturers like Chipone and Horizon are achieving significant milestones, with Chipone's KungFu automotive-grade MCU deliveries surpassing 200 million units and Horizon's HSD system being integrated into more affordable vehicle models [3][9] - The domestic automotive chip industry has seen a rise in the number of companies, with over 1,000 firms involved in the supply chain, and a significant increase in the domestic chip application rate, which is projected to reach 20% by the end of 2024 [5][8] Competitive Landscape - Local companies are rapidly gaining market share in the mid-to-low-end automotive chip market, while high-end markets remain dominated by foreign giants [11] - The collaboration between automotive chip companies and vehicle manufacturers is fostering innovation and enhancing the reliability of domestic chips, which is crucial for market penetration [11][17] Future Opportunities - The automotive chip sector is viewed as a critical growth area, with companies exploring new applications in the robotics industry, which is expected to see significant growth in the coming years [12][14] - The integration of automotive chips with intelligent systems is seen as a pathway for companies to overcome existing growth bottlenecks and explore new market opportunities [14][15] Challenges Ahead - Despite progress, the domestic automotive chip industry still faces challenges, including a reliance on foreign technology for high-end chips and the need for a more robust supply chain [15][16] - The industry must focus on building a comprehensive ecosystem that includes software development capabilities alongside hardware reliability to meet the evolving demands of the automotive market [17]

Core Insights - The Chinese automotive chip industry is undergoing a significant restructuring driven by the global wave of intelligent driving, with a focus on chip autonomy and technological discourse [1] - International automotive companies are increasingly viewing the Chinese market as a strategic area for chip deployment, as evidenced by the partnership between Volkswagen Group's CARIAD and Chinese tech company Horizon Robotics to establish a joint venture for chip design [1] - The push for domestic chip production is expected to accelerate, with a reported increase in the localization rate of automotive chips to around 15% by 2024 for independent brands, and some leading companies exceeding 40% [2][4] Industry Trends - The demand for high-performance chips is rising as automakers seek to enhance intelligent driving experiences, creating opportunities for breakthroughs in the chip sector [2] - New Chinese automotive players are rapidly advancing their self-developed chips, with companies like XPeng and NIO achieving significant milestones in chip production and performance [2] - Traditional automakers are opting for investment or collaboration strategies to enter the smart driving chip market, with examples including Geely's establishment of Yika Technology and Dongfeng's formation of a chip innovation consortium [3] Market Performance - The Chinese automotive chip industry is showing strong growth, with domestic companies now capable of covering a wide range of chip categories, particularly in analog chips [4] - The increasing localization of chip production is seen as a critical step for the industry to enhance competitiveness against international counterparts [4] Challenges - The self-development of chips presents significant challenges, including high costs, rapid technological changes, and the need for tailored solutions to meet unique market demands in China [5][6] - There is a shortage of skilled talent in chip design, complicating the self-development efforts of automotive companies [7] - Collaboration and resource allocation within teams can hinder the efficiency of chip development projects [7] Strategic Recommendations - The Chinese automotive chip industry should focus on building a complete industrial chain and mastering core technologies to ensure self-sufficiency [8] - Encouraging domestic automakers to increase their procurement of local chips and gradually replace imported ones is essential for industry growth [8] - A collaborative approach across the industry is necessary to overcome challenges and expand the scale of the automotive chip sector [8][9]

Group 1 - A new lightweight and high-strength composite material developed by the University of Toronto can withstand temperatures of 500℃, showing potential applications in the aerospace sector [2] - NIO's self-developed advanced intelligent driving chip "Shenji NX9031" has begun technical licensing to an automotive chip company, with potential contract values ranging from millions to billions of dollars depending on the licensing type [2] - Huawei has completed the testing of 5G-A cellular passive IoT technology, marking a first in the industry, under the IMT-2020 (5G) promotion group [2] - China successfully launched the Practice-30 A, B, and C satellites for space environment detection and technology verification, marking the 608th flight of the Long March series rockets [2] - Samsung has announced the first performance data for its upcoming 2nm chip process, indicating a 5% performance improvement and an 8% increase in power efficiency compared to its 3nm process, aiming to close the gap with TSMC [2]

Group 1 - China has suspended imports of Japanese seafood, emphasizing that there will be no market for such products even if they are exported [2] - The Netherlands has announced a suspension of the administrative order against ASML, which China welcomes as a step towards resolving semiconductor supply chain issues [2] - Nvidia's Q3 2026 earnings report exceeded Wall Street expectations, with revenue of $57.01 billion and a forecast of approximately $65 billion for Q4 [3] Group 2 - The Chinese government is accelerating the digital transformation of manufacturing and promoting innovation in state-owned enterprises [4] - The number of ports issuing travel permits for Taiwanese residents to visit mainland China will increase to 100 starting November 20 [4] - Russia's visa waiver policy for Chinese citizens will soon take effect, enhancing cultural exchanges between the two countries [4] Group 3 - A-shares experienced a slight increase, with the Shanghai Composite Index closing at 3946.74 points, while the market turnover dropped to 1.74 trillion yuan [5] - The Hong Kong Hang Seng Index closed down 0.38%, with significant net buying in companies like Xiaomi and Alibaba [5] - The China Securities Regulatory Commission has optimized the ETF registration process, removing the requirement for a no-objection letter from the stock exchange [5] Group 4 - Foreign institutions are optimistic about the long-term investment value of the Chinese stock market, with UBS and Morgan Stanley raising their target indices [6] - Major shareholders of A-share companies have increased their holdings by over 9.3 billion yuan this year, marking a three-year high [7] - Central Huijin's integration of securities firms has begun, with a merger plan involving China International Capital Corporation and others [7] Group 5 - Kuaishou reported a 14.2% year-on-year increase in total revenue for Q3, reaching 35.6 billion yuan, with adjusted net profit growing by 26.3% [7] - The Chinese real estate market is showing signs of slight recovery in second-hand housing transactions, although price adjustments may continue [8] - The silicon industry is discussing production cuts as a self-regulatory measure, with implementation expected in early December [9] Group 6 - The eighth China International Photovoltaic and Energy Storage Industry Conference released a declaration advocating for capacity structure optimization [10] - The U.S. and Saudi Arabia have signed an AI strategic partnership agreement, focusing on semiconductor supply and AI infrastructure [14] - The U.S. Commerce Department reported a significant narrowing of the trade deficit in August, down 24% to $59.6 billion [15]

Core Viewpoint - NIO is beginning to generate revenue from its high-cost project by licensing its self-developed advanced intelligent driving chip, "Shenji NX9031," to an automotive chip company [3][4]. Group 1: Chip Development and Commercialization - The Shenji NX9031 chip, developed using 5nm automotive-grade technology, has a computing power approximately four times that of NVIDIA's Orin-X [6]. - The project team for NX9031 consists of over 600 people and has a development cost comparable to building 1,000 battery swap stations, estimated at tens of billions of yuan [7]. - NIO's CEO, Li Bin, has indicated that the chip and operating system will be open to the industry, suggesting that NIO aims to position itself as a leading supplier of high-quality chips [7][8]. Group 2: Strategic Partnerships and Investments - NIO has established a joint venture, Chongqing Chuangyuan Zhihang Technology Co., Ltd., with Aixin Yuanzhi Semiconductor and Haowei Integrated Circuit Group, with a registered capital of 100 million yuan [8]. - Aixin Yuanzhi, a major shareholder in the joint venture, has shifted its focus to automotive chips after acquiring a subsidiary of Dahua Technology [8].

Core Viewpoint - NIO is beginning to generate revenue from its high-cost project by licensing its self-developed advanced intelligent driving chip, "Shenji NX9031," to an automotive chip company [2][4]. Group 1: Chip Development and Commercialization - The Shenji NX9031 chip, developed using 5nm automotive-grade technology, has a computing power approximately four times that of NVIDIA's Orin-X [4]. - The project team for NX9031 exceeds 600 people, indicating a scale comparable to an independent chip company, with R&D investments amounting to tens of billions of yuan [4]. - NIO's CEO, Li Bin, mentioned that the R&D expenditure for NX9031 is equivalent to the cost of building 1,000 battery swap stations, estimated at 1.5 to 3 million yuan each [4]. - The chip has been integrated into models such as ET9 and the 2025 ES6 and EC6, with Li Bin stating it could optimize costs by approximately 10,000 yuan per vehicle [4]. Group 2: Strategic Moves and Partnerships - Under pressure for cash flow and a promise of profitability in Q4, NIO is further reducing expenses and seeking new revenue sources, leading to the commercialization of its chip business [5]. - In March, Li Bin announced that NIO's chips and operating systems would be open to the industry, inviting others to purchase their chips [5]. - NIO established Anhui Shenji Technology Co., Ltd. to manage chip R&D, production, and licensing, maintaining absolute control over the operations [5]. - Recently, NIO's chip subsidiary formed a joint venture with Aixin Yuanzhi Semiconductor and Haowei Integrated Circuit, with a registered capital of 100 million yuan [5][6]. Group 3: Market Position and Competitors - Aixin Yuanzhi, founded in 2019, initially focused on AI visual chips and has since entered the automotive chip market after acquiring a subsidiary of Dahua Technology [6]. - Aixin Yuanzhi completed a C-round financing of over 1 billion yuan in April 2023 and has produced chips for basic assisted driving, with higher-level chips still under development [6].

Core Insights - The article discusses the rapid advancements in the automotive industry, particularly in the field of intelligent driving and automation, highlighting key developments and market movements in this sector. Industry News - Tesla plans to expand its Robotaxi service to 8 to 10 regions by the end of the year [13] - Pony.ai and WeRide have initiated their IPO processes, aiming for a listing on the Hong Kong Stock Exchange on November 6 [15][16] - Stellantis collaborates with NVIDIA, Uber, and Foxconn to accelerate its robotaxi deployment [17] - Hesai Technology announces a continued partnership with Xiaomi from 2026 to 2027 [19] - Joyson Electronics secures a global order worth 5 billion yuan for automotive intelligence [20] - Youjia Innovation's unmanned vehicle has begun operations in Huaqiangbei, Shenzhen, marking a new phase in smart logistics [23] - Ninebot completes a $100 million Series B4 financing round led by Ant Group [21] High-Frequency Core Data Updates - The penetration rate of 800 million pixel cameras in passenger vehicles reached 67.8% in August 2025, up 10 percentage points year-on-year [7] - The penetration rate of L2 and above intelligent driving functions in passenger vehicles reached 33.3% in August 2025, an increase of 18 percentage points year-on-year [8] - The market share of lidar in passenger vehicles reached 10.4% in August 2025, with a year-on-year increase of 4.3 percentage points [8] Intelligent Cockpit Developments - The penetration rates for 10-inch and above central control screens and HUDs reached 85% and 20% respectively in August 2025, with year-on-year increases of 1 and 4 percentage points [9] Intelligent Connectivity - The penetration rates for OTA and T-BOX reached 77.2% and 67.1% respectively in August 2025, with year-on-year changes of +4 and -4 percentage points [10] Investment Opportunities - The article highlights the ongoing IPOs of Pony.ai and WeRide, which could present investment opportunities in the autonomous driving sector [15][16] - The collaboration between Stellantis and major tech companies indicates a strong push towards the commercialization of robotaxi services, which may attract investor interest [17]